§ 13F · FUND PROFILE
Sawyer & Company, Inc.
AUM · $298M (13F)Positions · 202Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY | 16K | $19M | 6.2% | −11% |
| 2 | GOOGL | ALPHABET INC A | 50K | $18M | 6.0% | −5% |
| 3 | NVDA | NVIDIA CORPORATION | 75K | $15M | 5.1% | ±0% |
| 4 | AAPL | APPLE INC | 50K | $15M | 4.9% | −5% |
| 5 | LLY | ELI LILLY & CO | 12K | $14M | 4.7% | ±0% |
| 6 | MSFT | MICROSOFT CORP | 32K | $12M | 4.1% | +15% |
| 7 | ORCL | ORACLE CORP | 61K | $9M | 3.0% | ±0% |
| 8 | TJX | TJX COMPANIES INC NEW | 52K | $8M | 2.7% | −8% |
| 9 | ANETEUR | ARISTA NETWORKS INC | 42K | $7M | 2.4% | −1% |
| 10 | V | VISA INC A | 20K | $7M | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAWYER SIGNAL
AC read
Sawyer & Company, Inc is a Other fund managing $298 million in assets. The fund runs a broad portfolio of 202 positions.
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